Tanya Rapacaz: Best Practices in Investment Advisory Partnerships

Exit Planning Exchange 7 years ago

Best Practices in Investment Advisory Partnerships Ensuring the Success of Mergers, Successions and Start-Ups 

By: Lisette Smith and Tanya Rapacz, CFP® The Partnership Resource

Executive Summary

Why Partnerships Matter to Investment Advisors

In the independent investment advisory community you can’t open a publication without seeing an article or blog post focusing on mergers and acquisitions. Advisors everywhere are looking to best capitalize on the shifting marketplace and ensure the viability of their firms.  Continue reading…..

Originally posted by Tanya Rapacz on October 24, 2014 at 3:00pm 

Updated: May 1st, 2021

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